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Treasury Management Officer

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: The Symicor Group
Full Time position
Listed on 2026-07-03
Job specializations:
  • Sales
    Business Development, Financial Sales, B2B Sales
Salary/Wage Range or Industry Benchmark: 125000 USD Yearly USD 125000.00 YEAR
Job Description & How to Apply Below
Position: Treasury Management Officer Job # 3362

Treasury Management Officer

Our client is seeking to fill a Treasury Management Officer role based in the Milwaukee, WI market. The selected candidate will be responsible for business development, consultative sales, and relationship management to commercial clients. The position includes a generous salary of up to $125K plus a bonus and an excellent benefits package. Treasury Management Officer responsibilities include:

  • Achieving new sales targets and portfolio revenue growth objectives.
  • Partnering with lenders and others to target and build opportunities for Treasury Management solutions.
  • Influencing and enriching the sales process through industry trend analysis, product innovation, and consultative relationship reviews.
  • Executing strategic market-based sales plan to target prospects and existing customers.
  • Achieving annual performance metrics for new business sales, call expectations and retention of strategic client relationships.
  • Growing non-interest income.
  • Managing pipeline for accuracy.
  • Representing Treasury Management in internal and external settings.
  • Building brand awareness.
  • Performing other duties as assigned.

You also bring the following skills and experience:

  • BA/BS degree in Business, Finance or related degree or equivalent.
  • Five or more years proven treasury management sales experience.
  • Certified Treasury Professional (CTP) or Certified Cash Management (CCM) certification preferred.
  • Proven ability to drive deposits.
  • Experience with territory management in sales.
  • High level of Treasury Management product knowledge and product innovation.
  • Knowledge of credit and operational risk-ability to quantify potential exposure.
  • Industry or vertical market expertise.
  • Strong knowledge of market/industry trends.
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